For freelancers and solo consultants
Look like a team of ten, without hiring nine people
The work is not the problem. The problem is that everything around the work — chasing, scheduling, reporting, invoicing — lands on the same person who is meant to be doing it.
The problem
What actually slows you down
Not the work itself — the administration around it.
- You are paying for six tools and using three
- A CRM, a project tool, a scheduler, a rank tracker, an invoice app, somewhere for process notes. Separately they cost more than a plan here, and none of them knows what the others hold.
- Admin happens in the evening
- Because it only happens when you are not billing. Automations and SOPs move the repetitive part off your plate: forms create leads, leads create tasks, process starts itself.
- Clients ask for updates because there is nowhere to look
- Give them a portal. Progress, leads, reports and invoices, available when they wonder — which is usually the moment you are mid-task on something else.
- You look smaller than the work you do
- A portal with your name on it, an onboarding link instead of a password request, and reports that arrive on time read as an operation. Not a pretence — just the same signals a larger shop sends.
- Everything lives in your head
- Which is fine until you are ill, on holiday, or ready to hand work to a subcontractor. Process written as SOPs is what makes the first hire possible.
What you get
The parts that matter for this work
Client & lead CRM
Every client, contact and conversation in one record. No CRM tax for a small book.
Forms & onboarding
Intake forms and one onboarding link that collects details and account access.
Onboarding links
One link gets you into the client's Google and Meta accounts at the level you choose. No passwords over text.
Automations
Form to lead to task to follow-up, without you being the one moving it along.
Invoices
Billed and outstanding, visible to the client in the same place as the work.
Client portal
Clients log in to see their leads, reports and invoices, so the status email becomes a link.
In practice
A week without the evening admin
Same workload. Less of it is you moving information between tabs.
- 1
An enquiry arrives
Your form creates a lead with its source, and an automation starts the follow-up you would otherwise write by hand.
- 2
They connect themselves
The onboarding link gets you into their accounts while you work on something else. You're notified when it's done.
- 3
They become a client
One onboarding link collects everything you need, including account access, without a password over email.
- 4
Work runs on your process
Start the SOP. Tasks appear with dates. You do the work rather than remembering the order of it.
- 5
They check the portal, not your inbox
Progress and results are there. Your evenings stop being for status updates.
Get your evenings back
Set up a workspace, move one client into it, and see what stops needing you.